Regal Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Regal Investment Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,306	Closed	-$1.58M	–	511
2022 Q2	$1.58M	Buy	+24,306	New	+$1.63M	0.16%	136
2015 Q4	–	Sell	-285	Closed	-$9K	–	590
2015 Q3	$9K	Hold	285	–	–	﹤0.01%	716
2015 Q2	$9K	Hold	285	–	–	﹤0.01%	671
2015 Q1	$10K	Hold	285	–	–	﹤0.01%	689
2014 Q4	$10K	Hold	285	–	–	﹤0.01%	633
2014 Q3	$9K	Hold	285	–	–	﹤0.01%	716
2014 Q2	$9K	Hold	285	–	–	﹤0.01%	689
2014 Q1	$9K	Hold	285	–	–	﹤0.01%	659
2013 Q4	$9K	Hold	285	–	–	0.01%	608
2013 Q3	$8K	Hold	285	–	–	﹤0.01%	642
2013 Q2	$8K	Buy	+285	New	+$8.3K	﹤0.01%	631

Other funds holding IYK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return